Top Funds / Lincoln Capital LLC


Judd Norman

2021Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q4 $ vs. 2020Q4
Berkshire Hathaway Inc CL B 102,897 $26,287,000 8.21% -866 +$2,230,000
Mastercard Inc CL A 67,921 $24,183,000 7.56% -570 -$264,000
Berkshire Hathaway Inc CL A 58 $22,371,000 6.99% -11 -$1,628,000
STARBUCKS CORP 177,163 $19,359,000 6.05% -745 +$326,000
DANAHER CORP /DE/ 84,219 $18,956,000 5.92% -549 +$126,000
MARKEL CORP 16,090 $18,336,000 5.73% +496 +$2,243,000
Alphabet Inc. CAP STK CL A 8,566 $17,668,000 5.52% -54 +$2,560,000
Walt Disney Co 95,255 $17,577,000 5.49% -434 +$240,000
AMAZON COM INC 4,520 $13,985,000 4.37% -28 -$828,000
COSTCO WHOLESALE CORP /NEW 39,303 $13,853,000 4.33% -118 -$1,000,000
DIAGEO PLC SPON ADR 67,414 $11,070,000 3.46% -643 +$258,000
MICROSOFT CORP 45,201 $10,657,000 3.33% -82 +$585,000
MCDONALDS CORP 32,527 $7,291,000 2.28% -76 +$295,000
COCA COLA CO 103,211 $5,440,000 1.70% -415 -$238,000
Apple Inc. 40,318 $4,925,000 1.54% -87 -$436,000
Otis Worldwide Corp 71,777 $4,913,000 1.53% +62,351 +$4,282,000
JOHNSON & JOHNSON 29,503 $4,849,000 1.51% -132 +$185,000
JPMORGAN CHASE & CO 30,901 $4,704,000 1.47% -35 +$773,000
BECTON DICKINSON & CO 18,391 $4,472,000 1.40% -42 -$140,000
ROPER TECHNOLOGIES INC 10,956 $4,419,000 1.38% -11 -$308,000
LINDE PLC 15,155 $4,246,000 1.33% -145 +$214,000
UNION PACIFIC CORP 19,101 $4,210,000 1.32% -16 +$229,000
MARRIOTT INTERNATIONAL INC /MD/ CL A 27,702 $4,103,000 1.28% -23 +$446,000
Bank of New York Mellon Corp 79,462 $3,758,000 1.17% -288 +$373,000
TRAVELERS COMPANIES, INC. 16,304 $2,452,000 0.77% -19 +$161,000